VREX Latest Report

Performance of the Quarterly Report

On January 3, 2025, Varex Imaging's total operating revenue was $199.8 million. Due to the lack of prior data, it is not possible to conduct a direct year-on-year analysis. However, factors such as industry trends, market demand, competitive environment, and macroeconomic environment may affect the company's revenue growth or decline.

Key Data in the Quarterly Report

1. Varex Imaging's operating revenue in the fourth quarter of 2024 was $206 million, down 10% year-on-year

2. The company expects its operating revenue in the first quarter of 2025 to be between $195 million and $215 million

3. The overall demand in the imaging equipment industry is expected to be released in the fourth quarter, as the industry's procurement demand is expected to be concentrated

Peer Comparison

1. Industry-wide analysis: The imaging equipment industry has experienced technological innovation and market demand growth in the past year, with a general increase in overall operating revenue, indicating that Varex Imaging may benefit from the industry's good performance.

2. Peer evaluation analysis: As Varex Imaging's operating revenue growth rate is lower than the industry average, it needs to be paid attention to its market strategy and product innovation ability.

Summary

Varex Imaging's market environment is relatively favorable, but its year-on-year decrease in operating revenue and the volatility of future predictions remind us to pay attention to the company's competitiveness and innovation ability in the market.

Opportunities

1. The overall market size of the medical imaging equipment industry has been steadily growing in the long term, and Varex Imaging can seize market opportunities through technological innovation

2. If the company can launch new products or services, it may enhance its market share and increase operating revenue

3. A new procurement peak will come in the next two to six years, bringing new revenue opportunities for Varex Imaging

Risks

1. If competitors outperform Varex Imaging, it may affect its market share

2. The downward trend in 2024 operating revenue may put pressure on the company's financial stability

3. Uncertainty in the macroeconomic environment may negatively affect customers' investment willingness